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Franklin Resources

589 hedge funds and large institutions have $6.22B invested in Franklin Resources in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 205 increasing their positions, 187 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $32.3M

51% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 61

4% more funds holding

Funds holding: 565589 (+24)

10% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 187

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.31% less ownership

Funds ownership: 54.06%51.75% (-2.3%)

8% less capital invested

Capital invested by funds: $6.77B → $6.22B (-$544M)

Holders
589
Holders Change
+24
Holders Change %
+4.25%
% of All Funds
7.73%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
92
Increased
205
Reduced
187
Closed
61
Calls
$55.8M
Puts
$32.3M
Net Calls
+$23.4M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
STA
151
Summit Trail Advisors
New York
$2.47M +$562K +22,743 +28%
KFP
152
Keystone Financial Planning
Ohio
$2.45M
IFU
153
iSAM Funds (UK)
United Kingdom
$2.43M +$765K +30,961 +42%
WAM
154
Weiss Asset Management
Massachusetts
$2.42M +$2.59M +104,782 New
Raymond James Financial
155
Raymond James Financial
Florida
$2.39M -$1.99M -80,335 -44%
Ohio Public Employees Retirement System (OPERS)
156
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.38M +$12.3K +497 +0.5%
SGCA
157
Steel Grove Capital Advisors
Tennessee
$2.36M
Rafferty Asset Management
158
Rafferty Asset Management
New York
$2.36M -$28.4K -1,149 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
159
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.33M -$15.3M -617,143 -86%
Creative Planning
160
Creative Planning
Kansas
$2.31M +$936K +37,879 +61%
X
161
Xponance
Pennsylvania
$2.3M +$1.73M +69,802 +234%
BBVA
162
Banco Bilbao Vizcaya Argentaria
Spain
$2.19M +$59.8K +2,421 +3%
AWM
163
AE Wealth Management
Kansas
$2.18M -$38.8K -1,569 -2%
SO
164
STRS Ohio
Ohio
$2.16M -$2.08M -84,259 -47%
Wellington Management Group
165
Wellington Management Group
Massachusetts
$2.15M -$1.2M -48,588 -34%
Pathstone Holdings
166
Pathstone Holdings
New Jersey
$2.14M -$205K -8,310 -8%
Canada Pension Plan Investment Board
167
Canada Pension Plan Investment Board
Ontario, Canada
$2.09M +$2.23M +90,400 New
A
168
AlphaQuest
New York
$2.08M +$2.21M +89,567 +34,716%
Zurich Cantonal Bank
169
Zurich Cantonal Bank
Switzerland
$2.01M +$687K +27,780 +47%
State of New Jersey Common Pension Fund D
170
State of New Jersey Common Pension Fund D
New Jersey
$2.01M -$22.5K -909 -1%
ARA
171
Alexander Randolph Advisory
Virginia
$1.99M -$9.52K -385 -0.4%
ASRS
172
Arizona State Retirement System
Arizona
$1.98M +$29.6K +1,197 +1%
Osaic Holdings
173
Osaic Holdings
Arizona
$1.95M -$105K -4,259 -5%
PMAM
174
Picton Mahoney Asset Management
Ontario, Canada
$1.95M +$2.08M +84,248 New
RAM
175
Resona Asset Management
Japan
$1.94M -$489K -19,786 -19%